Post
Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
PANW breaks out post-Q3; AH +~10% to $326.50
Rev $3.0B vs ~$2.94B; adj EPS $0.85 vs ~$0.80. Q4 rev guide $3.345-$3.36B. NGS ARR $8.1B +60% YoY; RPO $18.4B +36%.
Watch M&A mix, GAAP loss.
$PANW #Cybersecurity #AI
2026-06-02T20:34:36.462Z